Data Support Officer

1. Quality & Information Support * Data Management: Maintain and update client and therapy records within the Integrated Management System (IMS). * Survey & Feedback Processing: Code and record completed client questionnaires. * External Provider Tracking: Log attendance data from external suppliers (e.g., hydrotherapy pools) and input session details for therapists without direct IT access. * CRM Integration: Import and create new client records in the fundraising CRM (Beacon) when needed. * Operational Continuity: Serve as a backup to the Quality & Information Manager to generate therapist payroll extracts when required. * General Support: Assist the Quality & Information Manager with ad-hoc reporting and operational tasks.

2. Fundraising Data & CRM Management * Data Cleansing: Maintain database integrity by regularly de-duplicating records within the CRM. * KPI Reporting: Extract monthly CRM data to generate KPI reports for the Head of Fundraising, providing initial analytical commentary and insights. * Campaign Support: Build, manage, and track campaigns and events in the CRM, ensuring all participant and donor data is seamlessly imported and updated. * Donor Insights: Filter, manipulate, and extract data to analyse donor journeys and optimise engagement strategies. * Campaign Management: Assist with the Donation Station fundraising campaign, collaborating with marketing on promotions and delivering monthly performance reports. * Direct Mail & Lottery Support: Produce targeted data extracts for direct mail shots, reconcile player extracts, and support external Lottery Management operations.

3. Financial Data & Compliance * Income Reconciliation: Reconcile weekly online income (website, regular giving, JustGiving, TryBooking, PayPal, Facebook, etc.) against BACS payments and log them accurately into Beacon CRM. * Payment Processing: Record cash and cheque payments in the CRM, allocating funds accurately according to specific streams and payouts. * Gift Aid Compliance: Upload Gift Aid declarations, maintain precise records, and ensure full compliance with HMRC regulations. * Income Coding: Adhere strictly to guidelines for coding all incoming funds, including restricted income. * Audit Preparation: Work with the Head of Finance to ensure imported data accurately reflects charity accounts for audit purposes. * Reporting & Design: Advise on the structure, design, and preparation of database reports, creating complex custom reports as requested. * Data Protection & GDPR: Maintain absolute confidentiality and security of donor details, adhering rigorously to GDPR and organisational data policies.

4. Organisational Responsibilities * Proactive Engagement: Contribute positively to team effectiveness and organisational growth. * Workload Management: Independently manage daily time and tasks using organisational tools (e.g., Microsoft Outlook). * Flexibility: Maintain a flexible approach to working hours and patterns based on organisational needs. * Continuous Development: Participate in team meetings, training sessions, and charity events. * Compliance & Values: Uphold all organisational policies and complete mandatory training, while embodying the charity’s core values and mission. * Ad-hoc Duties: Undertake additional tasks as reasonably requested by the Executive Leadership Team.

We are seeking a highly motivated and detail-oriented individual to join our team. In this pivotal role, you will provide vital support to the Quality & Information Manager while collaborating closely with cross-functional teams. You will use your analytical expertise to extract actionable insights, identify trends, and uncover opportunities for continuous organisational improvement., * Experience: Proven experience working with CRMs (for example, Beacon) and manipulating datasets.

• Skills: Strong analytical ability, advanced Excel skills, high attention to detail, and the ability to devise appropriate reporting strategies.
• Attributes: Self-starter with excellent time-management skills, strong communication, and a passion for supporting the charity sector.

Pulled from the full job description Sick pay Bereavement leave Life insurance Free parking Additional leave Company pension Casual dress, * Additional leave

• Bereavement leave
• Casual dress
• Company pension
• Enhanced maternity leave
• Free parking
• Health & wellbeing programme
• Life insurance
• On-site parking
• Sick pay